Maia Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Maia Wealth’s Portfolio QUAL Stock Details QUAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.53M	Sell	20,373 -13,809	-40%	-$3.05M	0.62%	45
2026 Q2	$7.5M	Sell	34,182 -3,943	-10%	-$827K	1.1%	17
2026 Q1	$7.31M	Sell	38,125 -3,220	-8%	-$645K	1.24%	12
2025 Q4	$8.3M	Sell	41,345 -27,727	-40%	-$5.45M	1.42%	12
2025 Q3	$13.5M	Sell	69,072 -8,310	-11%	-$1.56M	2.28%	4
2025 Q2	$14.1M	Buy	77,382 +1,992	+3%	+$344K	2.7%	3
2025 Q1	$12.4M	Buy	75,390 +7,749	+11%	+$1.39M	2.82%	2
2024 Q4	$12.3M	Buy	67,641 +4,163	+7%	+$756K	2.66%	4
2024 Q3	$11.4M	Buy	63,478 +5,313	+9%	+$921K	2.82%	4
2024 Q2	$10.2M	Buy	+58,165	New	+$9.6M	3.06%	3
2023 Q4	$7.95M	Buy	+54,049	New	+$7.48M	3.21%	5

Other funds holding QUAL

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Maia Wealth's QUAL Position: Q3 2026 in Review

Maia Wealth reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 40% in Q3 2026, selling an estimated $3.05M and leaving 20,373 shares worth $4.53M. The position accounts for 0.62% of the portfolio, ranked #45.

Maia Wealth first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.1M in Q2 2025. 726 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

Maia Wealth held 20,373 shares of iShares MSCI USA Quality Factor ETF worth $4.53M as of Q3 2026.
Maia Wealth sold 13,809 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $3.05M.
iShares MSCI USA Quality Factor ETF made up 0.62% of Maia Wealth's portfolio in Q3 2026, its #45 holding.
Maia Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's iShares MSCI USA Quality Factor ETF position peaked at $14.1M in Q2 2025.
726 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.